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Prologis
PLD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1001
SageView Advisory Group
California
$534K +$2.74K +22 +0.5%
SMWM
1002
Silvia McColl Wealth Management
California
$533K -$33.2K -266 -6%
PPWM
1003
Paragon Private Wealth Management
Kentucky
$528K -$65.1K -522 -11%
SSCM
1004
Spectrum Strategic Capital Management
Oregon
$527K +$515K +4,129 New
PNFS
1005
PW Nova Financial Services
Pennsylvania
$520K +$503K +4,032 New
CA
1006
Continuum Advisory
Idaho
$520K +$47.6K +382 +10%
TWP
1007
Tyche Wealth Partners
Texas
$518K +$27.3K +219 +6%
HPC
1008
HM Payson & Co
Maine
$516K – – –
PIA
1009
Perennial Investment Advisors
California
$515K +$62K +497 +14%
AA
1010
Acorns Advisers
California
$515K +$39.8K +319 +9%
EPM
1011
Elm Partners Management
Pennsylvania
$514K +$502K +4,028 New
CFSG
1012
Clark Financial Services Group
Missouri
$510K +$7.85K +63 +2%
ACM
1013
Ardent Capital Management
Ohio
$509K – – –
FCB
1014
First County Bank
Connecticut
$508K -$35.8K -287 -7%
BB
1015
Busey Bank
Illinois
$508K +$748 +6 +0.2%
EW
1016
Evoke Wealth
California
$507K +$164K +1,315 +50%
GWP
1017
Gen-Wealth Partners
Michigan
$506K +$351K +2,814 +244%
CRC
1018
Curi RMB Capital
Illinois
$506K +$494K +3,960 New
NAS
1019
Nicolet Advisory Services
Wisconsin
$505K +$17.8K +143 +4%
AIM
1020
Alhambra Investment Management
Florida
$503K – – –
APW
1021
Austin Private Wealth
Texas
$500K +$48.2K +387 +11%
ACL
1022
Applied Capital LLC
Florida
$499K +$71.5K +574 +17%
BF
1023
Brucke Financial
Indiana
$497K +$486K +3,895 New
PTFIS
1024
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$497K +$486K +3,895 New
CWM
1025
Chesapeake Wealth Management
Virginia
$496K -$14.1K -113 -3%
39 40
41
42 43